Calendar Integration Area

Calendar Integration Area

Calendar
July 31, 2024•2 min read

With our redesigned UI, you can now seamlessly connect your user-level integrations, such as third-party calendars and video conferencing apps, as well as account-level integrations like Google Organic Booking and Local Services Ads, with ease and convenience.

What's New?

To simplify the integration and calendar setup process, we have launched the following enhancements:

  • Consistent Integration Experience: Across the My Profile page, My Staff page, and Calendar Connections.

  • Streamlined UI and UX: Enhances understanding of the integration process.

  • Comprehensive Validations: Reduce synchronization issues, ensuring a smoother integration experience.

  • Detailed Feedback: Allows users to better understand the changes they're making.

  • Processing Tag: Displayed during calendar syncing to prevent further actions until the sync process is complete, ensuring uninterrupted synchronization.

  • Improved User Journey: Essential illustrations and tooltips enrich the user experience.

How to Use?

You can integrate your calendar from two locations:

1. Settings > My Profile > Calendar Settings

2. Calendars > Calendar Settings > Connections Tab

To integrate:

  1. Click on Add new and then Connect

  2. Choose your integration.

  3. Enter your credentials and complete the integration.

  4. Configure your calendar settings for accurate event syncing.

Benefits

  • Efficiency: Quickly and easily integrate calendars and services without confusion.

  • Reliability: Fewer synchronization issues due to comprehensive validations.

  • Clarity: Detailed feedback and tooltips provide a clearer understanding of the process.

  • Convenience: Integration steps are consistent across different pages, making it easier to navigate and use.

Pro Tips

  • Double-Check Integrations: Ensure all credentials are entered correctly to avoid synchronization issues.

  • Monitor Sync Status: Pay attention to the processing tag to know when the sync is complete.

  • Utilize Tooltips: Use the provided tooltips for additional guidance during the integration process.

  • Regularly Update Integrations: Keep your third-party integrations updated to maintain smooth syncing.

FAQ/Use Cases

  • How do I integrate my calendar?

    • Navigate to Settings > My Profile > Calendar Settings or Calendars > Calendar Settings > Connections Tab, click ADD NEW, choose your integration, and enter your credentials.

  • What should I do if my calendar is not syncing?

    • Check for detailed feedback provided during the integration process and ensure all information is correctly entered.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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